646 lines
44 KiB
HTML
646 lines
44 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>深度行研 | 设备更新</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<script src="//unpkg.com/alpinejs" defer></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=JetBrains+Mono:wght@400;700&display=swap');
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body {
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font-family: 'Inter', sans-serif;
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background-color: #01010a;
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background-image:
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radial-gradient(ellipse 80% 50% at 20% 15%, rgba(100, 116, 222, 0.15), transparent),
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radial-gradient(ellipse 60% 40% at 80% 30%, rgba(128, 90, 213, 0.15), transparent),
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radial-gradient(circle 500px at 50% 100%, rgba(132, 102, 215, 0.2), transparent);
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background-attachment: fixed;
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color: #e0e0e0;
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}
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.glass-card {
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background: rgba(18, 18, 27, 0.4);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(136, 108, 228, 0.15);
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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border-color: rgba(136, 108, 228, 0.4);
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box-shadow: 0 0 25px rgba(136, 108, 228, 0.1);
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}
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.fui-header {
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font-family: 'JetBrains Mono', monospace;
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text-shadow: 0 0 5px rgba(167, 139, 250, 0.5);
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}
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.glow-divider {
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height: 1px;
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background: linear-gradient(90deg, transparent, rgba(136, 108, 228, 0.5), transparent);
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}
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.bento-grid {
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(12, 1fr);
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}
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.bento-item {
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border-radius: 1.5rem; /* rounded-3xl */
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padding: 1.5rem; /* p-6 */
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}
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/* Custom grid spans */
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.col-span-12 { grid-column: span 12; }
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.col-span-8 { grid-column: span 8; }
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.col-span-7 { grid-column: span 7; }
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.col-span-6 { grid-column: span 6; }
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.col-span-5 { grid-column: span 5; }
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.col-span-4 { grid-column: span 4; }
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@media (max-width: 1024px) {
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.col-span-12, .col-span-8, .col-span-7, .col-span-6, .col-span-5, .col-span-4 {
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grid-column: span 12;
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}
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}
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.timeline {
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position: relative;
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padding-left: 2rem;
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}
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.timeline::before {
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content: '';
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position: absolute;
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top: 0;
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left: 0.5rem;
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height: 100%;
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width: 2px;
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background: linear-gradient(to bottom, rgba(136, 108, 228, 0.5), rgba(136, 108, 228, 0.1));
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}
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.timeline-item {
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position: relative;
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margin-bottom: 1.5rem;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: -2rem;
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top: 0.25rem;
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width: 1rem;
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height: 1rem;
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border-radius: 9999px;
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background-color: #886ce4;
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border: 3px solid #1c1c2e;
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box-shadow: 0 0 10px rgba(136, 108, 228, 0.7);
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}
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.custom-tab {
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padding: 0.75rem 1.5rem;
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border-radius: 9999px;
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transition: all 0.3s ease;
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cursor: pointer;
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border: 1px solid transparent;
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}
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.custom-tab-active {
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background-color: rgba(136, 108, 228, 0.2);
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color: #e0e0e0;
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border-color: rgba(136, 108, 228, 0.5);
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font-weight: 600;
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}
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.custom-tab:not(.custom-tab-active):hover {
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background-color: rgba(255, 255, 255, 0.05);
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}
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.table thead th {
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background-color: rgba(136, 108, 228, 0.1);
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color: #d1d5db;
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}
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.table tbody tr:hover {
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background-color: rgba(136, 108, 228, 0.08);
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}
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-6 lg:p-8">
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<div class="max-w-7xl mx-auto">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold fui-header bg-clip-text text-transparent bg-gradient-to-br from-white to-purple-300">
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深度行研：设备更新
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</h1>
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<p class="mt-4 text-purple-300 text-sm tracking-widest fui-header">AI投研Agent: "价小前投研"</p>
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<p class="mt-2 text-xs text-gray-500">本报告为AI合成数据，投资需谨慎。 | 北京价值前沿科技有限公司</p>
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</header>
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<!-- Insight Section -->
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<main>
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<!-- Core Viewpoint Summary -->
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<section class="mb-12">
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<div class="glass-card rounded-3xl p-6 md:p-8 border-2 border-purple-500/30 shadow-2xl shadow-purple-900/20">
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<h2 class="text-2xl font-bold text-purple-300 mb-4 fui-header">> 核心观点摘要</h2>
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<p class="text-lg text-gray-200 leading-relaxed">
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“设备更新”是当前宏观经济背景下，由政策与财政强力驱动的确定性主题，已从概念炒作期过渡到订单落地验证期。其核心驱动力是“<span class="text-cyan-300 font-semibold">经济稳增长</span>”与“<span class="text-cyan-300 font-semibold">产业升级+国产替代</span>”的双重战略意图。未来潜力巨大，但短期市场可能高估了业绩兑现的速度，真正的业绩爆发预计在2025年，投资机会将从普涨转向聚焦具备核心技术和订单获取能力的细分龙头。
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</p>
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</div>
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</section>
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<!-- Bento Grid Layout -->
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<div class="bento-grid mb-12">
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<!-- Concept Event & Timeline -->
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<div class="bento-item glass-card col-span-12 lg:col-span-5">
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<h3 class="text-xl font-bold text-purple-300 mb-6 fui-header">> 概念事件与关键时间轴</h3>
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<div class="timeline">
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<div class="timeline-item">
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<p class="font-semibold text-purple-300">2024.02.23</p>
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<p class="text-gray-300 text-sm">中央财经委会议首次定调，研究大规模设备更新问题。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-purple-300">2024.03.07</p>
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<p class="text-gray-300 text-sm">国务院通过《推动大规模设备更新和消费品以旧换新行动方案》，明确总体框架。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-purple-300">2024.Q2-Q3</p>
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<p class="text-gray-300 text-sm">各部委细则出台，明确1万亿超长期国债、5000亿再贷款等资金支持。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-purple-300">2024.Q4</p>
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<p class="text-gray-300 text-sm">资金拨付，招标采购进入高峰期，业绩开始逐步兑现。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-purple-300">2025.Q1-Q3</p>
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<p class="text-gray-300 text-sm">订单加速落地，叠加低基数效应，相关公司迎业绩高增长期。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-purple-300">2024-2027</p>
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<p class="text-gray-300 text-sm">政策持续期，目标设备投资规模增长25%以上。</p>
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</div>
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</div>
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</div>
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<!-- Core Logic -->
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<div class="bento-item glass-card col-span-12 lg:col-span-7">
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<h3 class="text-xl font-bold text-purple-300 mb-6 fui-header">> 核心逻辑：国家意志下的三重驱动</h3>
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<div class="space-y-4">
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<div class="p-4 rounded-xl bg-black/20 border border-gray-700/50">
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<h4 class="font-semibold text-cyan-300">短期（稳增长）</h4>
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<p class="text-sm text-gray-300 mt-1">在房地产投资乏力背景下，创造有效需求。发改委预估年均<span class="font-bold text-white">5万亿</span>市场规模，明确托底经济意图。</p>
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</div>
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<div class="p-4 rounded-xl bg-black/20 border border-gray-700/50">
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<h4 class="font-semibold text-cyan-300">中期（产业升级）</h4>
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<p class="text-sm text-gray-300 mt-1">政策指向“高端化、智能化、绿色化”，推动制造业向价值链上游攀升，提升全要素生产率。</p>
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</div>
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<div class="p-4 rounded-xl bg-black/20 border border-gray-700/50">
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<h4 class="font-semibold text-cyan-300">长期（安全与自主可控）</h4>
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<p class="text-sm text-gray-300 mt-1">本轮最大不同。强调对国产供应商的精准支持（“白名单”机制），尤其在半导体、高端仪器等“卡脖子”领域，是实现国产替代的绝佳契机。</p>
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</div>
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</div>
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</div>
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<!-- Expectation Gap Analysis -->
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<div class="bento-item glass-card col-span-12">
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<h3 class="text-xl font-bold text-purple-300 mb-6 fui-header">> 预期差分析：宏大叙事与落地节奏</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="p-4 rounded-xl bg-black/20">
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<h4 class="font-semibold text-yellow-300">规模预期差</h4>
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<p class="text-sm text-gray-300 mt-2">市场引用的“5万亿”是宏观估算，实际可操作的“增量”规模更小（如医疗约600-700亿）。市场可能<span class="text-red-400">高估短期纯增量</span>，<span class="text-green-400">低估长期结构优化</span>。</p>
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</div>
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<div class="p-4 rounded-xl bg-black/20">
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<h4 class="font-semibold text-yellow-300">时间预期差</h4>
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<p class="text-sm text-gray-300 mt-2">设备采购流程复杂（论证->招标->交付->确认收入），周期长。市场期望Q4财报大规模体现过于急切，大规模业绩确认将在<span class="font-bold text-white">2025年Q1-Q3</span>。</p>
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</div>
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<div class="p-4 rounded-xl bg-black/20">
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<h4 class="font-semibold text-yellow-300">国产化预期差</h4>
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<p class="text-sm text-gray-300 mt-2">国产替代正以行政力量强力推进。高端医疗设备、科学仪器等领域，国产龙头份额提升速度可能<span class="font-bold text-green-400">远超市场线性外推预期</span>。</p>
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</div>
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</div>
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</div>
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<!-- Charts -->
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<div class="bento-item glass-card col-span-12 lg:col-span-6">
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<h3 class="text-xl font-bold text-purple-300 mb-4 fui-header">> 资金支持结构：3000亿国债分配</h3>
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<div id="pie-chart-funding" class="w-full h-64 md:h-80"></div>
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</div>
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<div class="bento-item glass-card col-span-12 lg:col-span-6">
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<h3 class="text-xl font-bold text-purple-300 mb-4 fui-header">> 医疗设备更新需求分布（部分省份）</h3>
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<div id="pie-chart-medical" class="w-full h-64 md:h-80"></div>
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</div>
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<!-- Catalysts & Future Path -->
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<div class="bento-item glass-card col-span-12 lg:col-span-7">
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<h3 class="text-xl font-bold text-purple-300 mb-6 fui-header">> 关键催化剂与未来发展路径</h3>
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<div class="mb-6">
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<h4 class="font-semibold text-cyan-300 mb-2">近期催化剂 (3-6个月)</h4>
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<ul class="list-disc list-inside text-sm text-gray-300 space-y-1">
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<li>上市公司发布重大合同公告。</li>
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<li>2025年超长期特别国债规模与投向公布。</li>
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<li>更多细分领域“白名单”或补贴细则出台。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-cyan-300 mb-2">长期发展路径</h4>
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<ol class="list-decimal list-inside text-sm text-gray-300 space-y-2">
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<li><span class="font-bold text-white">Phase 1 (2024H2-2025):</span> 政策驱动与订单落地，高订单弹性公司受追捧。</li>
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<li><span class="font-bold text-white">Phase 2 (2025-2026):</span> 业绩兑现与格局分化，具备规模、成本优势的公司脱颖而出。</li>
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<li><span class="font-bold text-white">Phase 3 (2026-2027+):</span> 技术升级与全球替代，龙头企业开启“出海”逻辑。</li>
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</ol>
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</div>
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</div>
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<!-- Risk Analysis -->
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<div class="bento-item glass-card col-span-12 lg:col-span-5">
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<h3 class="text-xl font-bold text-red-400 mb-6 fui-header">> 潜在风险与挑战</h3>
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<ul class="space-y-3 text-sm">
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<li><strong class="text-red-300">政策与执行风险：</strong>资金到位不及预期，地方财政配套能力不足；民企更新意愿可能低于央国企。</li>
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<li><strong class="text-red-300">商业与市场风险：</strong>新设备投入巨大，企业投资回报考量；行业竞争加剧，可能引发价格战。</li>
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<li><strong class="text-red-300">信息交叉验证风险：</strong>“5万亿”宏观规模与微观增量体感存在矛盾；政策普惠与“白名单”精准支持存在矛盾。</li>
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</ul>
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</div>
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<!-- Industry Chain -->
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<div class="bento-item glass-card col-span-12">
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<h3 class="text-xl font-bold text-purple-300 mb-6 fui-header">> 产业链图谱与核心受益环节</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 text-center">
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<div>
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<div class="p-4 rounded-xl bg-black/20 h-full">
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<h4 class="font-bold text-lg text-blue-300">上游：核心零部件/软件</h4>
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<div class="glow-divider my-2"></div>
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<p class="text-sm text-gray-300">数控系统、伺服电机、激光器、传感器、高端芯片、工业软件等。</p>
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</div>
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</div>
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<div>
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<div class="p-4 rounded-xl bg-purple-800/30 border-2 border-purple-500 h-full">
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<h4 class="font-bold text-lg text-purple-200">中游：设备制造商 (核心受益)</h4>
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<div class="glow-divider my-2"></div>
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<p class="text-sm text-gray-200">工业母机、工程机械、医疗影像、半导体设备、科研仪器、轨交装备等。</p>
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</div>
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</div>
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<div>
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<div class="p-4 rounded-xl bg-black/20 h-full">
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<h4 class="font-bold text-lg text-green-300">下游：应用领域</h4>
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<div class="glow-divider my-2"></div>
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<p class="text-sm text-gray-300">工业企业、医院、高校、科研院所、交通运输公司、电力公司等。</p>
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</div>
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</div>
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</div>
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<div class="mt-6 p-4 rounded-xl bg-black/20">
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<h4 class="font-semibold text-yellow-300">最具投资价值的细分环节</h4>
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<ul class="list-disc list-inside text-sm text-gray-300 mt-2 space-y-1">
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<li><strong>“国产替代”攻坚领域：</strong>半导体设备、高端科学仪器、工业母机、高端医疗设备。</li>
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<li><strong>央国企主导行业：</strong>轨道交通、电力设备、船舶、石化设备，需求确定性高。</li>
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<li><strong>技术升级的“卖铲人”：</strong>工业机器人核心部件、碳化硅、工业软件等。</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- Supporting Data Tabs -->
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<section class="mb-12" x-data="{ tab: 'news' }">
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<div class="flex justify-center items-center space-x-2 md:space-x-4 mb-6">
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<button @click="tab = 'news'" :class="{ 'custom-tab-active': tab === 'news' }" class="custom-tab">新闻数据</button>
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<button @click="tab = 'roadshow'" :class="{ 'custom-tab-active': tab === 'roadshow' }" class="custom-tab">路演纪要</button>
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<button @click="tab = 'report'" :class="{ 'custom-tab-active': tab === 'report' }" class="custom-tab">研报精粹</button>
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</div>
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<div class="glass-card rounded-3xl p-6 md:p-8">
|
||
<!-- News Data -->
|
||
<div x-show="tab === 'news'" x-transition>
|
||
<h3 class="text-xl font-bold text-purple-300 mb-4 fui-header">> 新闻数据摘要</h3>
|
||
<div class="space-y-4 text-sm max-h-[600px] overflow-y-auto pr-2">
|
||
<details class="p-3 rounded-lg bg-black/20" open>
|
||
<summary class="font-semibold cursor-pointer">总体政策与时间线</summary>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 text-gray-300">
|
||
<li><strong>政策持续时间：</strong>2024年至2027年，3月份国常会提出。</li>
|
||
<li><strong>政策加码预期：</strong>未来5年央企预计投资超3万亿；后续将继续发行超长期特别国债。</li>
|
||
<li><strong>2024时间线：</strong>3月提出 -> 7月确定资金来源 -> 9月资金拨付 -> Q4各地陆续启动招标。</li>
|
||
<li><strong>业绩兑现预期：</strong>24Q4开始落地，25Q1-Q3加速，有望持续高增长。</li>
|
||
</ul>
|
||
</details>
|
||
<details class="p-3 rounded-lg bg-black/20">
|
||
<summary class="font-semibold cursor-pointer">资金支持与财政政策</summary>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 text-gray-300">
|
||
<li><strong>资金来源：</strong>主要为超长期特别国债，今年发行1万亿。</li>
|
||
<li><strong>资金规模：</strong>财政部安排约3000亿元国债资金支持。发改委安排1480亿（能源电力、电梯等），地方安排1500亿（重卡、农机等）。</li>
|
||
<li><strong>带动效应：</strong>今年国债资金支持项目总投资近8000亿元，带动设备更新超200万台（套）。</li>
|
||
<li><strong>贴息政策：</strong>中央财政贴息1.5%，并安排国债资金额外贴息，降低融资成本。</li>
|
||
</ul>
|
||
</details>
|
||
<details class="p-3 rounded-lg bg-black/20">
|
||
<summary class="font-semibold cursor-pointer">分领域进展：高校、医疗</summary>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 text-gray-300">
|
||
<li><strong>高校/医院采购：</strong>截至11月24日，高校意向采购349.64亿元，医院113.70亿元。</li>
|
||
<li><strong>订单节奏：</strong>采购流程复杂，周期长，预计11-12月订单密集落地。</li>
|
||
<li><strong>医疗设备重点：</strong>影像类（MR, CT, DSA）、内窥镜、放疗设备、生命支持设备等。湖北、安徽、新疆均有大额采购项目。</li>
|
||
</ul>
|
||
</details>
|
||
<details class="p-3 rounded-lg bg-black/20">
|
||
<summary class="font-semibold cursor-pointer">分领域进展：工业、半导体、AI</summary>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 text-gray-300">
|
||
<li><strong>工业设备：</strong>电力、火电、工程机械、电网设备、电梯、船舶、农机等为重点。</li>
|
||
<li><strong>PCB设备：</strong>AI拉动微小孔需求，激光钻孔设备（国产化率仅10%）迎三重逻辑（下游β、占比提升、国产替代）。</li>
|
||
<li><strong>半导体设备：</strong>美加强管制倒逼国产化率提升，核心工艺设备（光刻、刻蚀、薄膜）将快速提高国产化率（目标突破50%）。</li>
|
||
<li><strong>AI及数据中心：</strong>AI服务器精度要求提升，设备价值量提升1.5-3倍；液冷方案（磁悬浮压缩机）成趋势。</li>
|
||
</ul>
|
||
</details>
|
||
</div>
|
||
</div>
|
||
<!-- Roadshow Data -->
|
||
<div x-show="tab === 'roadshow'" x-transition style="display: none;">
|
||
<h3 class="text-xl font-bold text-purple-300 mb-4 fui-header">> 路演纪要摘要</h3>
|
||
<div class="space-y-4 text-sm max-h-[600px] overflow-y-auto pr-2">
|
||
<details class="p-3 rounded-lg bg-black/20" open>
|
||
<summary class="font-semibold cursor-pointer">宏观政策与总体规模</summary>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 text-gray-300">
|
||
<li><strong>市场规模估算：</strong>发改委提及设备更新市场约<span class="font-bold text-white">5万亿元</span>。</li>
|
||
<li><strong>投资拉动测算：</strong>到2027年较2023年提升25%，预计额外带动投资<span class="font-bold text-white">1.1万亿元</span>。</li>
|
||
<li><strong>资金支持：</strong>央行提供<span class="font-bold text-white">5000亿元</span>科技创新与技术改造再贷款。</li>
|
||
<li><strong>政策特点：</strong>强调“白名单”与国产化，避免2022年订单流向外资情况。</li>
|
||
</ul>
|
||
</details>
|
||
<details class="p-3 rounded-lg bg-black/20">
|
||
<summary class="font-semibold cursor-pointer">工业与制造业</summary>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 text-gray-300">
|
||
<li><strong>重点方向：</strong>淘汰服役超10年机床，更新五轴数控机床；光伏、锂电设备升级；工业机器人、自动化产线等数字化转型。</li>
|
||
<li><strong>高潜力行业：</strong>火电设备、能源及重型设备、纺织设备、半导体设备、环保设备。</li>
|
||
<li><strong>新增亮点：</strong>新增“软硬件一体化更新”和“本质安全水平提升”（如高危行业机器换人）。</li>
|
||
</ul>
|
||
</details>
|
||
<details class="p-3 rounded-lg bg-black/20">
|
||
<summary class="font-semibold cursor-pointer">交通运输</summary>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 text-gray-300">
|
||
<li><strong>轨道交通：</strong>2024年动车组采购量或大幅增加，整车价值量超千亿。12年更新周期到来，维修市场与新车价值相当。</li>
|
||
<li><strong>铁路设备：</strong>近万台老旧内燃机车需淘汰，力争2027年前完成。</li>
|
||
<li><strong>重卡/公交：</strong>国三柴油重卡（约30万辆）补贴8万/辆；2016年前新能源公交（约10万辆）补贴6万/辆。</li>
|
||
</ul>
|
||
</details>
|
||
<details class="p-3 rounded-lg bg-black/20">
|
||
<summary class="font-semibold cursor-pointer">医疗与科研</summary>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 text-gray-300">
|
||
<li><strong>资金规模：</strong>全国总资金约1000-1100亿，其中<span class="font-bold text-white">60-70%</span>（约600-700亿）投向设备采购。</li>
|
||
<li><strong>采购节奏：</strong>预计24Q3启动招标，Q4进入首轮发货高峰。</li>
|
||
<li><strong>国产化要求：</strong>某三甲医院透露，常规预算进口比例限制≤17%，部分产品必须采购国产。IVD流水线国产化率约30%，内窥镜约50%。</li>
|
||
<li><strong>重点品类：</strong>CT、MRI、DSA、直线加速器为最大品类，政策倾向高端设备。</li>
|
||
</ul>
|
||
</details>
|
||
</div>
|
||
</div>
|
||
<!-- Report Data -->
|
||
<div x-show="tab === 'report'" x-transition style="display: none;">
|
||
<h3 class="text-xl font-bold text-purple-300 mb-4 fui-header">> 研报精粹摘要</h3>
|
||
<div class="space-y-4 text-sm max-h-[600px] overflow-y-auto pr-2">
|
||
<details class="p-3 rounded-lg bg-black/20" open>
|
||
<summary class="font-semibold cursor-pointer">宏观框架与金融支持</summary>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 text-gray-300">
|
||
<li><strong>总体目标：</strong>到2027年，重点领域设备投资规模较2023年增长<span class="font-bold text-white">25%以上</span> (CAGR=5.7%)。</li>
|
||
<li><strong>财政支持：</strong>3000亿超长期特别国债，根据地区不同，国债资金支持比例为40%-80%。</li>
|
||
<li><strong>金融组合拳：</strong><span class="font-bold text-white">5000亿</span>再贷款（利率1.75%） + 中央财政<span class="font-bold text-white">1.5%</span>贷款贴息 + 税收支持政策。</li>
|
||
</ul>
|
||
</details>
|
||
<details class="p-3 rounded-lg bg-black/20">
|
||
<summary class="font-semibold cursor-pointer">工业与机械设备</summary>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 text-gray-300">
|
||
<li><strong>工业目标：</strong>到2027年，工业设备投资规模增长25%以上，关键工序数控化率超75%。</li>
|
||
<li><strong>投资三维视角：</strong>
|
||
<br>1. <strong>更新弹性：</strong>机床(131%)、塔吊(122%)、搅拌车(193%)等超100%。
|
||
<br>2. <strong>需求紧迫性：</strong>机床周期向上、船舶进入上行周期。
|
||
<br>3. <strong>政策响应性：</strong>央国企占比高的铁路装备、石化设备、船舶等领域响应积极。</li>
|
||
<li><strong>数字化转型：</strong>推广工业机器人、智能物流装备，要求数字化改造全覆盖工业大省大市重点园区。</li>
|
||
</ul>
|
||
</details>
|
||
<details class="p-3 rounded-lg bg-black/20">
|
||
<summary class="font-semibold cursor-pointer">医疗设备</summary>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 text-gray-300">
|
||
<li><strong>医疗目标：</strong>到2027年，医疗卫生领域设备投资规模增长25%以上。</li>
|
||
<li><strong>重点任务：</strong>实施先进医疗设备示范应用、县域医疗设备达标提质、城市医疗设备更新升级、数字化转型四大行动。</li>
|
||
<li><strong>潜在需求：</strong>我国使用超6年的CT/MRI/MI设备占比均高达45%以上；人均保有量远低于发达国家。</li>
|
||
<li><strong>国产化机遇：</strong>政策鼓励技术攻关，促进国产替代，利好解决“卡脖子”难题的领域。</li>
|
||
</ul>
|
||
</details>
|
||
<details class="p-3 rounded-lg bg-black/20">
|
||
<summary class="font-semibold cursor-pointer">环保与再生资源设备</summary>
|
||
<ul class="list-disc list-inside mt-2 space-y-1 text-gray-300">
|
||
<li><strong>政策导向：</strong>推广节能环保绿色装备，升级再生资源设施。</li>
|
||
<li><strong>具体措施：</strong>更新工业冷却循环系统、废水处理回用系统（冷却塔、膜处理设备等）；更新实验分析仪器、环境测试仪器等。</li>
|
||
</ul>
|
||
</details>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data -->
|
||
<section>
|
||
<h2 class="text-3xl font-bold text-center mb-8 fui-header bg-clip-text text-transparent bg-gradient-to-br from-white to-purple-300">相关概念股一览</h2>
|
||
|
||
<!-- Rise Analysis Table -->
|
||
<div class="mb-12">
|
||
<h3 class="text-xl font-bold text-purple-300 mb-4 fui-header">> 涨幅异动分析</h3>
|
||
<div class="overflow-x-auto glass-card rounded-3xl p-4">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="w-1/12">股票名称</th>
|
||
<th class="w-1/12">涨跌幅</th>
|
||
<th class="w-1/12">日期</th>
|
||
<th class="w-7/12">核心驱动逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600834" target="_blank" class="link link-hover text-cyan-300">申通地铁</a></td><td><span class="text-red-400">+10.06%</span></td><td>2025-06-30</td><td class="text-sm">上海交通设备更新方案首次将“轨交设备更新”与“碳化硅功率器件”绑定，公司作为实施主体，被赋予“新材料+设备更新”双重概念。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=001324" target="_blank" class="link link-hover text-cyan-300">长青科技</a></td><td><span class="text-red-400">+10.0%</span></td><td>2025-07-24</td><td class="text-sm">“轨道交通+老旧电梯更新+人形机器人轻量化”三重逻辑共振，主营复合材料直接受益于政策和产业趋势。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002690" target="_blank" class="link link-hover text-cyan-300">美亚光电</a></td><td><span class="text-red-400">+9.99%</span></td><td>2025-08-26</td><td class="text-sm">“县级医院口腔科建设指南+县域医疗设备更新专项”政策预期发酵，国产口腔CBCT龙头直接受益。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600984" target="_blank" class="link link-hover text-cyan-300">建设机械</a></td><td><span class="text-red-400">+10.14%</span></td><td>2025-08-12</td><td class="text-sm">“治理改革+低成本资金+设备更新政策”三因素共振，塔机租赁龙头形成基本面拐点预期。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=301129" target="_blank" class="link link-hover text-cyan-300">瑞纳智能</a></td><td><span class="text-red-400">+20.01%</span></td><td>2025-08-07</td><td class="text-sm">公告中标2.3亿元智慧供热改造项目，叠加“公共机构节能改造+设备更新”政策催化。</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=603122" target="_blank" class="link link-hover text-cyan-300">合富中国</a></td><td><span class="text-red-400">+10.01%</span></td><td>2025-11-03</td><td class="text-sm">中标安徽医联体3.2亿检验科托管大单，叠加卫健委设备补贴新政，商业模式获市场确认。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Main Stock List Table -->
|
||
<div>
|
||
<h3 class="text-xl font-bold text-purple-300 mb-4 fui-header">> 核心标的池</h3>
|
||
<div class="overflow-x-auto glass-card rounded-3xl p-4">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>细分领域</th>
|
||
<th>股票列表</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold">工业母机</td>
|
||
<td class="flex flex-wrap gap-3 text-sm">
|
||
<a href="https://valuefrontier.cn/company?scode=300083" target="_blank" class="link link-hover">创世纪</a>
|
||
<a href="https://valuefrontier.cn/company?scode=688305" target="_blank" class="link link-hover text-cyan-300 font-bold">科德数控</a>
|
||
<a href="https://valuefrontier.cn/company?scode=000837" target="_blank" class="link link-hover">秦川机床</a>
|
||
<a href="https://valuefrontier.cn/company?scode=002248" target="_blank" class="link link-hover">华东数控</a>
|
||
<a href="https://valuefrontier.cn/company?scode=601882" target="_blank" class="link link-hover">海天精工</a>
|
||
<a href="https://valuefrontier.cn/company?scode=300161" target="_blank" class="link link-hover">华中数控</a>
|
||
<a href="https://valuefrontier.cn/company?scode=000410" target="_blank" class="link link-hover">沈阳机床</a>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">工程机械</td>
|
||
<td class="flex flex-wrap gap-3 text-sm">
|
||
<a href="https://valuefrontier.cn/company?scode=600031" target="_blank" class="link link-hover text-cyan-300 font-bold">三一重工</a>
|
||
<a href="https://valuefrontier.cn/company?scode=000425" target="_blank" class="link link-hover text-cyan-300 font-bold">徐工机械</a>
|
||
<a href="https://valuefrontier.cn/company?scode=000157" target="_blank" class="link link-hover">中联重科</a>
|
||
<a href="https://valuefrontier.cn/company?scode=688425" target="_blank" class="link link-hover">铁建重工</a>
|
||
<a href="https://valuefrontier.cn/company?scode=000680" target="_blank" class="link link-hover">山推股份</a>
|
||
<a href="https://valuefrontier.cn/company?scode=600815" target="_blank" class="link link-hover">厦工股份</a>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">工业机器人</td>
|
||
<td class="flex flex-wrap gap-3 text-sm">
|
||
<a href="https://valuefrontier.cn/company?scode=300124" target="_blank" class="link link-hover text-cyan-300 font-bold">汇川技术</a>
|
||
<a href="https://valuefrontier.cn/company?scode=002747" target="_blank" class="link link-hover">埃斯顿</a>
|
||
<a href="https://valuefrontier.cn/company?scode=603960" target="_blank" class="link link-hover">克来机电</a>
|
||
<a href="https://valuefrontier.cn/company?scode=688165" target="_blank" class="link link-hover">埃夫特</a>
|
||
<a href="https://valuefrontier.cn/company?scode=002527" target="_blank" class="link link-hover">新时达</a>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">物流装备</td>
|
||
<td class="flex flex-wrap gap-3 text-sm">
|
||
<a href="https://valuefrontier.cn/company?scode=300486" target="_blank" class="link link-hover">东杰智能</a>
|
||
<a href="https://valuefrontier.cn/company?scode=603082" target="_blank" class="link link-hover">北自科技</a>
|
||
<a href="https://valuefrontier.cn/company?scode=603066" target="_blank" class="link link-hover">音飞储存</a>
|
||
<a href="https://valuefrontier.cn/company?scode=300450" target="_blank" class="link link-hover">先导智能</a>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">纺织设备</td>
|
||
<td class="flex flex-wrap gap-3 text-sm">
|
||
<span>杰克股份</span>
|
||
<a href="https://valuefrontier.cn/company?scode=603025" target="_blank" class="link link-hover">大豪科技</a>
|
||
<a href="https://valuefrontier.cn/company?scode=600302" target="_blank" class="link link-hover">标准股份</a>
|
||
<a href="https://valuefrontier.cn/company?scode=301053" target="_blank" class="link link-hover">远信工业</a>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">消费电子设备</td>
|
||
<td class="flex flex-wrap gap-3 text-sm">
|
||
<a href="https://valuefrontier.cn/company?scode=300567" target="_blank" class="link link-hover">精测电子</a>
|
||
<a href="https://valuefrontier.cn/company?scode=688001" target="_blank" class="link link-hover">华兴源创</a>
|
||
<a href="https://valuefrontier.cn/company?scode=603283" target="_blank" class="link link-hover">赛腾股份</a>
|
||
<a href="https://valuefrontier.cn/company?scode=300545" target="_blank" class="link link-hover">联得装备</a>
|
||
<a href="https://valuefrontier.cn/company?scode=688400" target="_blank" class="link link-hover">凌云光</a>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
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document.addEventListener('DOMContentLoaded', function () {
|
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// ECharts Initialization
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avoidLabelOverlap: false,
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|
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|
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position: 'center'
|
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},
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emphasis: {
|
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label: {
|
||
show: true,
|
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|
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fontWeight: 'bold',
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||
formatter: '{b}\n{d}%',
|
||
color: '#fff'
|
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}
|
||
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|
||
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|
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|
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|
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|
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|
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|
||
// Funding Chart Data
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pieChartFunding.setOption({
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...commonOption.series[0],
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|
||
{ value: 20, name: '财政贴息' }
|
||
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|
||
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|
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|
||
|
||
// Medical Chart Data
|
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|
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pieChartMedical.resize();
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|
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|
||
</body>
|
||
</html> |